+93.6%
HIFS price history and return analytics
+74.5%
+19.0%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.6% | -1.2% | -1.1% |
| 7D | -0.6% | +2.9% | -3.5% | -3.8% |
| 30D | +3.8% | -2.5% | +6.3% | +6.8% |
| 3M | -3.9% | -3.3% | -0.6% | -0.2% |
| 6M | +13.0% | +1.5% | +11.5% | +10.4% |
| YTD | +7.1% | +11.4% | -4.3% | -7.0% |
| 1Y | +7.4% | +11.9% | -4.6% | -7.2% |
| All | +93.6% | +74.5% | +19.0% | -19.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling